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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,542 | $58,512-83.7% | $84,020-88.6% | $72,983-86.9% |
| Participation rate | 38.7% | 61.2%-22.5pp | 69.0%-30.3pp | 69.5%-30.8pp |
| Annual return | 12.44% | 28.93%-16.5pp | 71.31%-58.9pp | 81.01%-68.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,648 | $2,394-31.2% | $3,239-49.1% | $3,608-54.3% |
| Admin fee / account holder | $787 | $4,569-82.8% | $6,101-87.1% | $5,124-84.6% |